Wealth Analyst
On-siteScottsdale, Arizona, United States
Job Summary
Draft, run, and review financial statements, models, and custom client materials including balance sheets, holdings reports, and portfolio proposals. Support advisors with client analysis, meeting preparation, communications, and follow-up actions while coordinating cash flow modeling, retirement projections, and scenario analysis with Wealth Planning and Investment Teams. Maintain client information in relationship management systems, coordinate wealth and tax planning documentation with custodian partners, and handle administrative tasks for account onboarding, money movements, and private fund entry. Provide white-glove customer service to clients and strictly adhere to compliance and risk procedures.
Required Qualifications
- 1–3 years of professional experience in a client support, wealth analyst, or advisory role at an RIA firm or similar financial services setting, or strong relevant internship experience
- Series 65 license (or equivalent), or willingness to obtain upon employment
- Experience with planning software such as eMoney, MoneyGuide Pro, etc.
- Experience with CRM software
- Familiarity with Charles Schwab and/or Fidelity (Wealthscape) advisor portals
- Excellent client service and professional communication skills
- Monday – Thursday: 8am–5pm
- Friday: 8am–2pm
- Scottsdale, AZ office
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